In this episode of the Atlas Annuity Podcast, we explore a real-life case study of a recently retired couple with $2.5 million in savings. Discover how we used a combination of annuities and Roth conversions to:
Whether you’re navigating retirement with $500,000 or $5 million, the math behind this strategy works. Listen in to see how this approach could improve your financial security and flexibility, even in the toughest market conditions.
Tune in now and learn how annuities and Roth conversions can work for you!
In this episode, we dive into a video made by Dave Ramsey where he talks about retirement withdrawal rates. We point out the problems...
In episode 89 of the Atlas Annuity Podcast, Marty Becker takes a deep dive into one of the biggest overlooked risks in retirement—financial fragility...
In this episode of the Atlas Annuity Podcast, Marty Becker explains why 2025 might be the best time in history to consider a Roth...